How big is CAS Asset Management's plan?

CAS Asset Management's plan reported $55K in assets and 10 participants for 2024.

Original filing (PDF)20250717164420NAL0000351475001

CAS Asset Management

Name: CAS Asset Management — CAS Asset Management 401(k), Form 5500 (2024)
Creator: CAS Asset Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CAS Asset Management 401(k) Plan

401(k) retirement plan · CAS Asset Management's CAS Asset Management 401(k) Plan held $55K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

People on this filing

Marcus Bowie signed CAS Asset Management's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CAS Asset Management's EIN is 26-4072849.

EIN 26-4072849

Plan number 001

Plan year 2024

ACK ID 20250717164420NAL0000351475001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CAS Asset Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CAS Asset Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAS ASSET MANAGEMENT.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score